First Trust Intermediate Duration Preferred & Income Fund
FPF- Exchange
- NYSE
- SEC CIK
- 0001567569
No open-market purchases or sales by First Trust Intermediate Duration Preferred & Income Fund insiders were filed in the last 90 days; 121 institutions reported holding it in 13F filings for Q2 2026, worth $344.7M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in First Trust Intermediate Duration Preferred & Income Fund as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 110
- +1 vs. Q1 2024
- Shares held
- 16.7M
- −213.7K (−1.3%) vs. Q1 2024
- Total value
- $306.8M
- +$3.85M (+1.3%) vs. Q1 2024
- New holders
- 10
- 33 more added
- Sold out
- 9
- 36 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FPF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 121 | $344.7M |
| Q1 2026 | 120 | $330.3M |
| Q4 2025 | 118 | $340.2M |
| Q3 2025 | 120 | $319.3M |
| Q2 2025 | 113 | $307.5M |
| Q1 2025 | 110 | $297.9M |
| Q4 2024 | 119 | $291.2M |
| Q3 2024 | 110 | $312.7M |
| Q2 2024 | 110 | $306.8M |
| Q1 2024 | 109 | $303.0M |
| Q4 2023 | 118 | $276.2M |
| Q3 2023 | 107 | $239.7M |
| Q2 2023 | 99 | $236.9M |
| Q1 2023 | 110 | $239.6M |
| Q4 2022 | 113 | $252.2M |
| Q3 2022 | 100 | $231.5M |
| Q2 2022 | 100 | $265.6M |
| Q1 2022 | 101 | $311.5M |
| Q4 2021 | 105 | $335.7M |
| Q3 2021 | 110 | $331.3M |
| Q2 2021 | 110 | $315.9M |
| Q1 2021 | 109 | $302.7M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding First Trust Intermediate Duration Preferred & Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $18 | 0.00% | +1 | New |
| VisionPoint Advisory Group, LLC | 1 | $18 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $92 | 0.00% | −1,165−99.6% | Reduced |
| Assetmark, Inc | 9 | $165 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $1.32K | 0.00% | +73 | New |
| Oliver Lagore Vanvalin Investment Group | 84 | $1.54K | 0.00% | +83+8,300.0% | Added |
| CoreCap Advisors, LLC | 185 | $3.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 350 | $6.43K | 0.00% | +150+75.0% | Added |
| Citizens National Bank Trust Department | 365 | $6.71K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 400 | $7.35K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $7.35K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 450 | $8.27K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 461 | $8.47K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $9.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 645 | $11.9K | 0.00% | +15+2.4% | Added |
| Hobbs Group Advisors, LLC | 900 | $16.5K | 0.01% | +900 | New |
| North Star Investment Management Corp. | 950 | $17.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $18.4K | 0.01% | +1,000 | New |
| Northwestern Mutual Wealth Management Co | 1,098 | $20.2K | 0.00% | +1,098 | New |
| Geneos Wealth Management Inc. | 1,150 | $21.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,375 | $25.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,100 | $38.6K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,180 | $40.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,385 | $43.0K | 0.01% | +2+0.1% | Added |
| Wetzel Investment Advisors, Inc. | 2,570 | $46.1K | 0.03% | +2,570 | New |
| Harbor Investment Advisory, LLC | 2,750 | $50.5K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,875 | $52.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,500 | $64.3K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,179 | $95.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,206 | $95.6K | 0.00% | +114+2.2% | Added |
| Register Financial Advisors LLC | 6,703 | $123.1K | 0.06% | +106+1.6% | Added |
| Spire Wealth Management | 8,425 | $154.8K | 0.01% | −836−9.0% | Reduced |
| First Financial Corp | 9,809 | $180.1K | 0.09% | −1,478−13.1% | Reduced |
| Ameritas Advisory Services, LLC | 10,176 | $186.9K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,970 | $201.5K | 0.00% | +10,970 | New |
| Icon Wealth Advisors, LLC | 11,688 | $214.0K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,795 | $216.7K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 13,266 | $226.7K | 0.00% | +13,266 | New |
| RVW Wealth, LLC | 12,700 | $233.3K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,607 | $250.0K | 0.02% | +8+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,649 | $251.0K | 0.00% | +1,054+8.4% | Added |
| Cooper Financial Group | 14,462 | $265.7K | 0.04% | −12,242−45.8% | Reduced |
| Intellectus Partners, LLC | 14,984 | $275.3K | 0.08% | +150+1.0% | Added |
| Sage Capital Management, LLC | 15,500 | $284.7K | 0.15% | +2,500+19.2% | Added |
| Avantax Advisory Services, Inc. | 17,570 | $322.8K | 0.00% | +17,570 | New |
| Integrated Capital Management, Inc. | 18,096 | $332.4K | 0.27% | +4,150+29.8% | Added |
| Mathes Company, Inc. | 19,500 | $358.0K | 0.13% | −7,000−26.4% | Reduced |
| Janney Montgomery Scott LLC | 20,436 | $375.0K | 0.00% | −3,700−15.3% | Reduced |
| CWM, LLC | 21,651 | $398.0K | 0.00% | −8,467−28.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,970 | $403.6K | 0.00% | −1,899−8.0% | Reduced |
| Cetera Investment Advisers | 22,411 | $411.7K | 0.00% | −2,783−11.0% | Reduced |
| Kestra Advisory Services, LLC | 23,161 | $425.5K | 0.00% | +7,275+45.8% | Added |
| Lido Advisors, LLC | 23,855 | $438.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 24,575 | $451.4K | 0.01% | +9,742+65.7% | Added |
| GWM Advisors LLC | 25,718 | $472.4K | 0.00% | +1,034+4.2% | Added |
| Gridiron Partners, LLC | 26,558 | $487.9K | 0.31% | −968−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 27,741 | $509.6K | 0.00% | −3,373−10.8% | Reduced |
| Atria Wealth Solutions, Inc. | 30,335 | $557.3K | 0.01% | −1,255−4.0% | Reduced |
| Delta Capital Management LLC | 30,610 | $562.0K | 0.34% | 00.0% | Unchanged |
| RDA Financial Network | 31,369 | $576.3K | 0.19% | −347−1.1% | Reduced |
| PFG Investments, LLC | 31,779 | $583.8K | 0.04% | −157,417−83.2% | Reduced |
| Lakeview Capital Partners, LLC | 33,105 | $593.2K | 0.10% | 00.0% | Unchanged |
| Comerica Bank | 32,595 | $598.8K | 0.00% | −1,370−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,189 | $609.7K | 0.00% | −884−2.6% | Reduced |
| Sowell Financial Services LLC | 36,388 | $668.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 40,326 | $740.8K | 0.02% | +20,091+99.3% | Added |
| Prospera Financial Services Inc | 41,242 | $757.6K | 0.02% | +1,442+3.6% | Added |
| Oppenheimer & Co Inc | 43,473 | $798.6K | 0.01% | −933−2.1% | Reduced |
| Capital Investment Advisors, LLC | 47,620 | $874.8K | 0.02% | +1,236+2.7% | Added |
| Commonwealth Equity Services, LLC | 49,813 | $915.0K | 0.00% | +6,896+16.1% | Added |
| Truist Financial Corp | 51,003 | $936.9K | 0.00% | −10,881−17.6% | Reduced |
| Principal Securities, Inc. | 61,594 | $1.13M | 0.03% | +1,732+2.9% | Added |
| Onyx Bridge Wealth Group LLC | 62,492 | $1.15M | 0.19% | +1,349+2.2% | Added |
| Baird Financial Group, Inc. | 63,715 | $1.17M | 0.00% | −542−0.8% | Reduced |
| Stifel Financial Corp | 72,077 | $1.32M | 0.00% | +3,079+4.5% | Added |
| Raymond James & Associates | 78,597 | $1.44M | 0.00% | −8,671−9.9% | Reduced |
| IHT Wealth Management, LLC | 81,916 | $1.50M | 0.06% | −1,455−1.7% | Reduced |
| Fiera Capital Corp | 84,245 | $1.55M | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 85,662 | $1.57M | 0.10% | −16,090−15.8% | Reduced |
| Sit Investment Associates Inc | 89,058 | $1.64M | 0.04% | −400−0.4% | Reduced |
| Shaker Financial Services, LLC | 95,142 | $1.75M | 0.71% | −28,352−23.0% | Reduced |
| Guggenheim Capital LLC | 96,884 | $1.78M | 0.01% | +35,548+58.0% | Added |
| Park Avenue Securities LLC | 97,555 | $1.79M | 0.02% | +3,306+3.5% | Added |
| Petra Financial Advisors Inc | 98,407 | $1.81M | 1.30% | −2,575−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 100,103 | $1.84M | 0.00% | −20,907−17.3% | Reduced |
| Consolidated Portfolio Review Corp | 129,784 | $2.38M | 0.56% | −42,596−24.7% | Reduced |
| UBS Group AG | 139,467 | $2.56M | 0.00% | −2,090−1.5% | Reduced |
| D.A. Davidson & Co. | 148,020 | $2.72M | 0.02% | +9,256+6.7% | Added |
| Magnus Financial Group LLC | 151,467 | $2.78M | 0.31% | +1,805+1.2% | Added |
| Rareview Capital LLC | 154,787 | $2.84M | 2.72% | −459−0.3% | Reduced |
| Envestnet Asset Management Inc | 156,151 | $2.87M | 0.00% | +10,805+7.4% | Added |
| Bank of America Corp | 170,923 | $3.14M | 0.00% | −79,360−31.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 195,993 | $3.60M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 204,790 | $3.75M | 0.00% | −274,085−57.2% | Reduced |
| Rothschild Investment LLC | 205,398 | $3.77M | 0.26% | −2,500−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 208,971 | $3.84M | 0.20% | +16,954+8.8% | Added |
| Sterneck Capital Management, LLC | 210,145 | $3.86M | 2.19% | −1,266−0.6% | Reduced |